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Started By
Message
So what are we buying next week?
Posted on 3/27/26 at 3:33 pm
Posted on 3/27/26 at 3:33 pm
For value, I'm eyeing:
PGY
DLO
OPRA
OWLT
PAYS (own)
For bottom fishing,
ALAB
CELH
HOOD
OKLO
OSS
RDDT
SOUN
It's gonna be a tough decision as I will likely only buy one from the top group and two from the bottom group.
PGY
DLO
OPRA
OWLT
PAYS (own)
For bottom fishing,
ALAB
CELH
HOOD
OKLO
OSS
RDDT
SOUN
It's gonna be a tough decision as I will likely only buy one from the top group and two from the bottom group.
12
Posted on 3/27/26 at 3:53 pm to bayoubengals88
It depends on your angle but I am a long player, 5 years + on most plays.
I bought more OKLO, NBIS TSLA and added to 8 of my ETF's today and will do more next week. I did buy a little HGRAF but I am small potatoes there compared to some of you guys. Are you holding there, adding or are you getting out?
I bought more OKLO, NBIS TSLA and added to 8 of my ETF's today and will do more next week. I did buy a little HGRAF but I am small potatoes there compared to some of you guys. Are you holding there, adding or are you getting out?
Posted on 3/27/26 at 3:57 pm to bayoubengals88
VTI always buying VTI
Posted on 3/27/26 at 4:12 pm to djrunner
Long the first group, getting out of the second group as a rebound with the exceoption of OSS, which I already own. I'll probably buy in the 7s regardless. Earnings were great.
Group 1: Value Play Winner
DLocal (DLO)
While Opera and Paysign have loyal niches, DLocal is the standout value winner due to its dominant moat in emerging market payments. As of March 2026, it is trading at a significant discount—roughly 47% below its estimated fair value of $22.49. With a record $13.1 billion in payment volume reported this month and a capital-light model generating 30% operating profit growth, it offers the best balance of fundamental "moat" protection and price appreciation.
Group 2: Quick Rebound Winners
One Stop Systems (OSS)
This is the highest-conviction rebound from the second list. Despite crushing its Q4 earnings with a 200% EPS beat ($0.09 vs. $0.03 expected), the stock price initially dipped due to a revenue timing miss. With a record 58.5% gross margin and a massive $1 billion qualified pipeline in rugged AI compute, the current price gap represents a classic institutional "buy the dip" opportunity as the market corrects for its newfound profitability.
SoundHound AI (SOUN)
For a pure risk/reward "pop," SoundHound is the choice. It is currently under heavy pressure, trading 70% below its 52-week high with a massive 35% short interest. However, the company is fundamentally sound with $248 million in cash and zero debt. Its recent designation as an "Agent AI" leader and its 5-day "days to cover" ratio mean any positive catalyst could trigger a violent short squeeze.
Might buy a bit of SOUN, but I like CELH more...
Group 1: Value Play Winner
DLocal (DLO)
While Opera and Paysign have loyal niches, DLocal is the standout value winner due to its dominant moat in emerging market payments. As of March 2026, it is trading at a significant discount—roughly 47% below its estimated fair value of $22.49. With a record $13.1 billion in payment volume reported this month and a capital-light model generating 30% operating profit growth, it offers the best balance of fundamental "moat" protection and price appreciation.
Group 2: Quick Rebound Winners
One Stop Systems (OSS)
This is the highest-conviction rebound from the second list. Despite crushing its Q4 earnings with a 200% EPS beat ($0.09 vs. $0.03 expected), the stock price initially dipped due to a revenue timing miss. With a record 58.5% gross margin and a massive $1 billion qualified pipeline in rugged AI compute, the current price gap represents a classic institutional "buy the dip" opportunity as the market corrects for its newfound profitability.
SoundHound AI (SOUN)
For a pure risk/reward "pop," SoundHound is the choice. It is currently under heavy pressure, trading 70% below its 52-week high with a massive 35% short interest. However, the company is fundamentally sound with $248 million in cash and zero debt. Its recent designation as an "Agent AI" leader and its 5-day "days to cover" ratio mean any positive catalyst could trigger a violent short squeeze.
Might buy a bit of SOUN, but I like CELH more...
Posted on 3/27/26 at 4:13 pm to bayoubengals88
Celsius Holdings is the standout growth-to-value rebound play as of late March 2026. The stock has recently faced a 15% weekly decline, bottoming out near $35.60 after a series of external pressures, including Costco’s launch of a lower-priced private-label energy drink. However, market analysts largely view this as an overreaction, noting that Costco represents only about 10% of Celsius’s total sales.
The fundamental pitch for a rebound rests on three pillars:
1. Portfolio Scale and Integration
The company successfully built a three-brand energy portfolio—Celsius, Alani Nu, and Rockstar—which generated a record $2.5 billion in 2025 revenue. Management expects to finalize the integration of Alani Nu and Rockstar by mid-2026, which is projected to return gross margins to the low 50% range as supply chain efficiencies take hold.
2. Growth and Distribution Tailwinds
While the stock price has struggled, consumer demand remains high. Recent register data showed the core Celsius brand growing at 12.8%, significantly outpacing the broader energy category. Furthermore, the company is seeing massive 100% shelf-space gains for Alani Nu this spring and has just launched in Spain via a partnership with Suntory, marking a major step in its international expansion.
3. Massive Valuation Gap
Celsius is currently trading at approximately $35.60, yet the consensus analyst price target sits at $67.39, implying an upside of nearly 90%. With a price-to-earnings-growth ratio of 1.36 and a cash position nearing $1 billion, the stock is technically oversold. Multiple firms, including Bank of America and Needham, have recently upgraded the stock to a buy, citing the attractive entry point before the next phase of earnings growth.
The fundamental pitch for a rebound rests on three pillars:
1. Portfolio Scale and Integration
The company successfully built a three-brand energy portfolio—Celsius, Alani Nu, and Rockstar—which generated a record $2.5 billion in 2025 revenue. Management expects to finalize the integration of Alani Nu and Rockstar by mid-2026, which is projected to return gross margins to the low 50% range as supply chain efficiencies take hold.
2. Growth and Distribution Tailwinds
While the stock price has struggled, consumer demand remains high. Recent register data showed the core Celsius brand growing at 12.8%, significantly outpacing the broader energy category. Furthermore, the company is seeing massive 100% shelf-space gains for Alani Nu this spring and has just launched in Spain via a partnership with Suntory, marking a major step in its international expansion.
3. Massive Valuation Gap
Celsius is currently trading at approximately $35.60, yet the consensus analyst price target sits at $67.39, implying an upside of nearly 90%. With a price-to-earnings-growth ratio of 1.36 and a cash position nearing $1 billion, the stock is technically oversold. Multiple firms, including Bank of America and Needham, have recently upgraded the stock to a buy, citing the attractive entry point before the next phase of earnings growth.
Posted on 3/27/26 at 4:13 pm to djrunner
quote:I haven't owned any HGRAF for a good while, sadly.
Are you holding there, adding or are you getting out?
Posted on 3/27/26 at 4:54 pm to bayoubengals88
Just been adding a little to the 3X leveraged TQQQ for the hopefully soon turnaround!
Posted on 3/27/26 at 5:00 pm to djrunner
Have 11k shares of HGRAF. Will sell some when/if it hits $100. Or lose my $12k investment
Posted on 3/27/26 at 5:41 pm to bayoubengals88
GEMI
Posted on 3/27/26 at 5:56 pm to bayoubengals88
AMZN at the end of the day today
Posted on 3/27/26 at 5:57 pm to bayoubengals88
1. Metals and Miners - GDX, GDXJ, SGDJ , PPTA
2. Infrastructure and Related - DLR, AMT, ET, BEP, PLD, CCJ, COHR
3. Aristocrats - NOBL
4. Selling - SQQQ
Posted on 3/27/26 at 5:59 pm to Cajun75
I prefer SOXL and will load up next week
Posted on 3/27/26 at 7:25 pm to LSUcam7
quote:Why?!
GEMI
Posted on 3/27/26 at 7:30 pm to bayoubengals88
MSFT
META
GOOGL
ASTS
SOUN
DXYZ
All long holds
META
GOOGL
ASTS
SOUN
DXYZ
All long holds
Posted on 3/27/26 at 7:42 pm to bayoubengals88
LWLG
Posted on 3/27/26 at 8:06 pm to bayoubengals88
quote:
For value, I'm eyeing: PGY DLO OPRA OWLT PAYS (own) For bottom fishing, ALAB CELH HOOD OKLO OSS RDDT SOUN It's gonna be a tough decision as I will likely only buy one from the top group and two from the bottom group.
I’m not sure geopolitics has any influence on your decision between scratch-off or powerball.
Posted on 3/27/26 at 8:32 pm to Upperdecker
quote:
MSFT META
Got back into Meta today and will be adding more MSFT next week.
Posted on 3/27/26 at 8:47 pm to bayoubengals88
Venture Global. It's going to $25 apparently.
This post was edited on 3/27/26 at 8:48 pm
Posted on 3/27/26 at 8:52 pm to bayoubengals88
Bought MSFT today. Had some short SOXL puts expire today will resell next week.
Looking for a spot to either buy TQQQ or short puts.
Think HOOD is way oversold . They announced a $1.5 billion stock buyback this week.
Looking for a spot to either buy TQQQ or short puts.
Think HOOD is way oversold . They announced a $1.5 billion stock buyback this week.
Posted on 3/27/26 at 9:10 pm to DiamondDog
quote:
Venture Global. It's going to $25 apparently.
Dear 8lb 6oz Newborn Infant Jesus…Please
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